Sundaram Large Cap IDCW Reinvest Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Sundaram Large Cap IDCW Reinvest Direct Plan

NAV
₹17.7886
+0.67%
(16 Sep)
AUM
3,302 Cr
TER
0.64%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+2.5%
+2.5%
+1.1%
+1.1%
-1.6%
-3.4%
3Y
+19.7%
+19.7%
+18.0%
+18.0%
+13.9%
+12.1%
5Y
+25.4%
+25.4%
+22.1%
+22.1%
+18.6%
NA
ALL
+16.4%
+16.4%
+15.7%
+15.7%
+12.8%
+17.5%
VOL
17.9%
17.9%
16.3%
16.3%
-
14.4%
TER
0.7%
0.7%
0.9%
0.9%
-
0.6%
AUM
₹45,012 Cr
₹45,012 Cr
₹71,840 Cr
₹71,840 Cr
-
₹3,302 Cr
INFO
0.92
0.92
0.97
0.97
-
1.22
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Large Cap IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Aug
Top holdings
ICICI Bank Ltd
9.2%
HDFC Bank Ltd
9.2%
Bharti Airtel Ltd
5.6%
Treps
5.3%
Infosys Ltd
4.7%
Reliance Industries Ltd
4.2%
Dr Reddy's Laboratories Ltd
3.9%
Avenue Supermarts Ltd
3.7%
Sun Pharmaceuticals Industries Ltd
3.2%
State Bank of India
3.2%
Top industry exposure
Financial Services
33.6%
Consumer Cyclical
10.6%
Energy
9.0%
Technology
8.7%
Healthcare
7.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
39%
Lock-in period
-
Exit load
• 0% for redemption between 0% to 25% units and 1% for redemption between 25% to Maximum% units and within 365 days
Fund objective
The investment objective of the scheme is to generate capital appreciation by investing in large cap stocks.
Fund manager(s)
Ashwin Jain

FAQs